Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 249.89

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Nov 26 3:59 PM EST

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To: Jerome who wrote (1436)	7/9/2002 9:07:58 PM
From: Gottfried	Read Replies (2) of 25522

J, that last paragraph was Birinyi. I don't dare have a view point any more. But then, we had sentiment like that a year ago, too. David Dreman thought LU at 18 was a value. But it's closer to the end now, for sure. I noticed LU and EMC bucking the market lately. There must be others. Gottfried

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